Table of content

 Sales Force Automation

 Sales Lead Management
 Opportunity Management
 Account and Contact Management
 Activity Management
 Analytics and Forecasting
 Customizable Sales Forecasts
 Data Quality Management
 Point-and-Click Customization
 Integration to Anything and
Everything
 Approvals and Workflow
Sales Force Automation

 Sales force automation

(SFA) is the most widely used of
sales tools, speeding and
streamlining all phases of sales
from lead management to
analytics and forecasting.
 From sales force
automation more than 67,900
customers and 2 million
subscribers worldwide can
manage people and processes
Sales Lead Management

 Withsales force automation, you

we manage, monitor, and
distribute prospects to the
right reps, so leads and
opportunities are pursued
quickly and never fall through
the cracks.

Opportunity
Management
  Faster, smarter collaboration
means higher productivity,
greater pipeline visibility, and
the ability to close more deals
faster than with other sales
tools.
 SFA enables all this by
providing a single place to
update prospect data, track
milestones, and record every
deal-related interaction. And
because it’s Web-based, sales
Account and Contact Management.

  SFAprovides a 360-degree view

of each customer and contact.
Everyone gains deep
knowledge of every prospect
and account, enabling better
collaboration and fostering
strong, long-lasting customer
relationships.

Activity Management.

   Reps need to stay organized

and coordinate their activities to
provide customers with prompt
attention, and speed the closing of
sales.
 With Salesforce CRM sales force
automation sales tools such as
activity tracking and collaboration,
team management, activity
scheduling, and real-time alerts,
your teams stay on track and on
schedule.
 Activity reports can be
generated for up-to-date snapshots
Analytics and
Forecasting.
  It gives you an up-to-the-
minute perspective on your
entire business—one that’s more
complete and comprehensive
than any conventional sales
software can supply.
 With SFA, you get easy-to-
customize dashboards that
provide consolidated views of
real-time data on sales.
 Tools for sophisticated
analytics let managers and
executives evaluate pipelines,
assess win-loss metrics, take the
Customizable Sales
Forecasts.
   With Salesforce CRM sales force
automation, you gain real-time
forecasting capabilities far beyond
those of traditional sales software.
 You’re empowered to create the
timely, precise forecasts that are critical
to expanding the business, aligning
expenses, growing revenue, and
predicting future demand.
 SFA leapfrogs outdated sales
software and alternative sales tools—
enabling you to set pipeline targets and
quotas by rep and territory…create your
own data views using the methodology
and matrices you prefer…role up sales
data across regions and levels…and
Data Quality
Management. 
 SFA lets you eliminate
errors such as duplicate
contacts, accounts, and leads
that can mar analyses, impair
forecasts, and delay sales.
 Tools and utilities are
provided inside sales force
automation for quickly
cleaning and clearing your CRM
database, including account
Point-and-Click
Customization.
  Every company is unique—and
so are their sales organizations and
processes. In contrast to legacy sales
software, Salesforce CRM sales force
automation is designed for easy
tailoring to your specific business
model, your products and services,
and the methods and channels you
use to sell them.
 Business professionals can
customize their sales force
automation experience with point-
and-click ease, while developers and
IT professionals have a full palette of
Integration to Anything
and Everything.
  Conventional sales software
is notoriously difficult to tie
together with other systems. But
with SFA from salesforce.com,
sales software headaches and
limitations become things of the
past.
 Technologies—Force.com
Connect—gives you an ease and
breadth of integration other
sales tools just can’t match.
Force.com Connect lets you
seamlessly integrate your SFA
with any enterprise application
Approvals and Workflow.
   Manual, haphazard, and
unenforced contact and lead
management processes are a major
bottleneck that holds up sales.
 Tools inside SFA create custom
workflow management rules and triggers
based on any business event or elapsed
time period.
 They can be quickly and easily
modified as your needs evolve. Similarly,
SFA lets you set up multi-step approvals
for any of your sales or business
processes, such as discount requests or
opportunity-close approvals.
 With these SFA capabilities, you can
quickly and easily streamline routine
activities, eliminate redundant tasks,
THANK YOU


LALITSINGH
JODHA

NIMIT GOSALIA